Our Story

Jason W. Simpson, PA is located in Lakeland, Florida and is an expert in all areas of accounting, bookkeeping, consulting, outsourcing, payroll, and business services.

Firm Background

Welcome to Jason W. Simpson, PA

The staff of Jason Wiley Simpson, PA

Welcome to Jason W. Simpson, PA.

Jason W. Simpson, PA is a premier accounting firm based in Lakeland, Florida. Founded in 2006, the firm has grown from a small operation to one of the most respected accounting firms in Polk County. At Jason W. Simpson, PA, we take pride in our commitment to customer service, professionalism, responsiveness, and quality.

We understand that our clients' financial journey is important to them and we treat it with the same level of care and attention as we do our own. Our team of dedicated professionals specializes in a wide range of tax situations and is committed to providing personalized and comprehensive services to each of our clients.

A "jack of all trades" tax and accounting firm, our skilled team is here to meet you where you are, whether you need help with your individual taxes, are struggling with bookkeeping for an existing company, or are starting a small business.

We specialize in helping Florida small business owners navigate the employer retention tax credit process. We're here to make sure you maximize the ERTC, so don't hesitate to reach out if you have questions.

We believe that treating our clients like family is the key to our success and we strive to build long-term relationships with all of our clients. If you're looking for a trusted and reliable accounting firm, look no further than Jason W. Simpson, PA.

Our services include:

  • Small Business Bookkeeping & Small Business Accounting

  • Fractional CFO Services

  • IRS Representation

  • Payroll Services

  • Personal & Business Tax Preparation

  • Employer Retention Tax Credit/ERTC Help

  • Year-Round Tax Planning

Contact us today at (863) 937-9024 or by alysha@jsimpsoncpa.com to get started. We proudly serve all of Polk County, Florida including Lakeland, Winter Haven, and Plant City.

Our Team

Meet our CPAs and team members at Jason W. Simpson, PA. We are here to help you every step of the way.

  • portrait of Jason Simpson, CPA

    Jason W. Simpson

    CPA

    Jason Wiley Simpson holds a B.S. in Accounting from the University of Central Florida. He is a Certified Public Accountant licensed by the State of Florida since 2005 and has over 20 years of accounting experience. Jason founded his CPA firm in 2006.

  • portrait of Josue Mendoza, CPA

    Josue Mendoza

    CPA

    Josue holds a B.S. in Accounting from Florida Southern College and a B.S. in Business Administration from Clearwater Christian College. He has over 15 years of experience in tax, accounting, and business consulting services earning his CPA in 2016.

  • portrait of John Hunt

    John Hunt

    Accountant

    John Hunt holds a B.S. in Math and Accounting from Florida Southern College. He has been providing tax and accounting services since 1996. John has been with the firm since 2017.

  • portrait of Alysha Cone

    Alysha Cone

    Bookkeeper

    Alysha Cone holds an A.A. from Polk Community College. She has 12 years of bookkeeping experience, specializing in QuickBooks. She has been with the firm since 2018.

Frequently Asked Questions

This firm prepares tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Our firm’s seasoned professionals are experts in all areas of taxation including:

  • Individual Returns

  • Payroll Tax Issues

  • Business Returns

  • Sales Tax Returns

  • Rental Income Returns

  • Business Consultation

  • Expatriate Returns

  • Fiduciary & Estate Returns

  • Corporation Returns

  • Bookkeeping

  • Partnership Returns

  • LLC Returns

Our firm offers a full range of planning services including, but not limited to:

  • Individual Tax Planning

  • Business Tax Planning

  • Business Organization

  • Rental Properties

  • Foreclosures and Repossessions

  • Retirement

  • Investments

  • Sales and Exchanges

  • Pension Plans

  • Education Planning

  • Finance & Refinance Planning

  • Home Purchase and Sale Planning

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

Our Location

902 S. Florida Ave, Suite 105, Lakeland, Florida